Wealth Management Associate (Advisor Track)
About The Position
This role is ideal for an early-career professional who has developed a strong foundation in financial planning and client service and is now looking to deepen their real-world advisory judgment, client relationship skills, and execution excellence. This position is client-facing and planning-oriented, with a clearly defined but intentionally paced advisor track. Early success in this role is driven by delivering a superior client experience, mastering planning, portfolio, and service workflows, and becoming a trusted extension of the advisory team before assuming formal relationship management responsibilities. This is a full-time, onsite position, with occasional remote work available as needed.
Requirements
- Bachelor’s degree or equivalent professional experience.
- Approximately 2–3 years of full-time experience in a client-facing financial services role (internship experience considered).
- Strong organizational skills, attention to detail, and follow-through discipline.
- Excellent interpersonal and communication skills with a client-first mindset.
- Comfort working in a collaborative, fast-paced advisory environment.
- Proficiency with Microsoft Word & Excel; ability to learn CRM and planning platforms quickly.
Nice To Haves
- Experience with Advyzon, eMoney, Fidelity Wealthscape, Holistiplan all are a plus
Responsibilities
- Serve as a primary point of contact and owner for day-to-day client service needs, including account maintenance, cashiering, scheduling, and inbound request triage.
- Deliver timely, professional, and solutions-oriented service that reinforces trust and confidence with clients.
- Communicate clearly and consistently with clients, Advisors, Operations, and custodians to ensure seamless execution.
- Escalate planning or advice-related matters appropriately while maintaining ownership of follow-through.
- Support Advisors in preparation for client meetings, including agenda development, data gathering, and pre-meeting analysis.
- Maintain accurate meeting notes, action items, and implementation tracking in the firm’s CRM and planning systems including Advyzon and Jump Notes
- Assist with financial planning workflows (data entry, plan updates, scenario modeling requests, implementation coordination).
- Participate in client meetings as appropriate to build experience observing and contributing to planning conversations.
- Execute account opening and documentation with a high standard of accuracy and completeness.
- Support implementation of planning recommendations (transfers, beneficiaries, systematic strategies, consolidations).
- Identify process inefficiencies and contribute to continuous improvement of client service and planning workflows.
- Operate in full compliance with firm policies, fiduciary obligations, and regulatory requirements.
Benefits
- 401(k) plan
- Full employer paid medical, dental, short term disability, long term disability, and life insurance benefits
- Ongoing professional development and continuing education support
- Paid vacation and flexible personal day policy, including remote work as needed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
